Schneider Downs Wealth Management Advisors, LP

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Pittsburgh, PA
CIK
0001665359
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 108 431,725 13F-HR 11/6/2023 000117266123003632 Schneider Downs Wealth Management Advisors, LP
Q2 2023 111 437,705 13F-HR 7/31/2023 000117266123002685 Schneider Downs Wealth Management Advisors, LP
Q1 2023 115 486,797 13F-HR 5/4/2023 000117266123001851 Schneider Downs Wealth Management Advisors, LP
Q4 2022 113 456,151 13F-HR 2/1/2023 000166535923000001 Schneider Downs Wealth Management Advisors, LP
Q3 2022 132 341,328 13F-HR 10/26/2022 000166535922000006 Schneider Downs Wealth Management Advisors, LP
Q2 2022 142 357,799 13F-HR 7/13/2022 000166535922000005 Schneider Downs Wealth Management Advisors, LP
Q1 2022 149 392,394 13F-HR 5/2/2022 000166535922000004 Schneider Downs Wealth Management Advisors, LP
Q4 2021 153 418,564 13F-HR 1/31/2022 000166535922000001 Schneider Downs Wealth Management Advisors, LP
Q3 2021 147 387,111 13F-HR 10/14/2021 000166535921000005 Schneider Downs Wealth Management Advisors, LP
Q2 2021 138 386,070 13F-HR 7/20/2021 000166535921000004 Schneider Downs Wealth Management Advisors, LP
Q1 2021 134 409,142 13F-HR 4/26/2021 000166535921000003 Schneider Downs Wealth Management Advisors, LP
Q4 2020 94 359,147 13F-HR 1/21/2021 000166535921000002 Schneider Downs Wealth Management Advisors, LP
Q3 2020 100 298,182 13F-HR 10/14/2020 000166535920000005 Schneider Downs Wealth Management Advisors, LP
Q2 2020 93 292,705 13F-HR 7/15/2020 000166535920000004 Schneider Downs Wealth Management Advisors, LP
Q1 2020 90 272,807 13F-HR 4/21/2020 000166535920000003 Schneider Downs Wealth Management Advisors, LP
Q4 2019 70 335,130 13F-HR 1/23/2020 000166535920000001 Schneider Downs Wealth Management Advisors, LP
Q3 2019 66 321,624 13F-HR 11/5/2019 000166535919000005 Schneider Downs Wealth Management Advisors, LP
Q2 2019 72 286,562 13F-HR 7/16/2019 000166535919000003 Schneider Downs Wealth Management Advisors, LP
Q1 2019 67 265,239 13F-HR 5/1/2019 000166535919000002 Schneider Downs Wealth Management Advisors, LP
Q4 2018 66 231,398 13F-HR 1/31/2019 000166535919000001 Schneider Downs Wealth Management Advisors, LP
Q3 2018 56 157,900 13F-HR 10/18/2018 000166535918000005 Schneider Downs Wealth Management Advisors, LP
Q2 2018 53 150,554 13F-HR 7/24/2018 000166535918000004 Schneider Downs Wealth Management Advisors, LP
Q1 2018 54 177,312 NEW HOLDINGS 4/17/2018 000166535918000003 Schneider Downs Wealth Management Advisors, LP
Q1 2018 53 177,026 13F-HR 4/17/2018 000166535918000002 Schneider Downs Wealth Management Advisors, LP
Q4 2017 45 173,004 13F-HR 1/22/2018 000166535918000001 Schneider Downs Wealth Management Advisors, LP
Q3 2017 42 155,159 13F-HR 10/11/2017 000166535917000004 Schneider Downs Wealth Management Advisors, LP
Q2 2017 45 152,350 13F-HR 7/12/2017 000166535917000003 Schneider Downs Wealth Management Advisors, LP
Q1 2017 46 146,217 13F-HR 4/13/2017 000166535917000002 Schneider Downs Wealth Management Advisors, LP
Q4 2016 30 147,079 13F-HR 1/17/2017 000166535917000001 Schneider Downs Wealth Management Advisors, LP
Q3 2016 33 154,410 13F-HR 10/18/2016 000166535916000004 Schneider Downs Wealth Management Advisors, LP
Q2 2016 29 148,250 13F-HR 7/13/2016 000166535916000003 Schneider Downs Wealth Management Advisors, LP
Q1 2016 27 143,470 13F-HR 4/21/2016 000166535916000002 Schneider Downs Wealth Management Advisors, LP
Q4 2015 27 86,284 13F-HR 2/3/2016 000166535916000001 Schneider Downs Wealth Management Advisors, LP